Member Info for surprised

https://www.pymnts.com/buy-now-pay-later/2021/container-store-teams-with-afterpay-to-offer-buy-now-pay-later-payments/

Container Store Teams With Afterpay To Offer Buy Now Pay Later Payments
In a recent Afterpay survey, its customers said they would like to see participating merchants in the category of home and decor items, aside from fashion and beauty retailers.
“We know that consumers are using Afterpay for everything they want and need in their daily lives, and The Container Store is the perfect addition to our family of merchants,” said Melissa Davis, head of North America at Afterpay.
The Container Store is a specialty retailer of storage and organization products and solutions, as well as custom closets. AfterPay was founded in 2014 and is headquartered in Melbourne, Victoria, Australia. It offers BNPL options across Australia, the U.S., Canada, New Zealand, and the U.K., France, Italy and Spain, where it is known as Clearpay.

exactly, last June's RNS ...''the Company's previous announcements regarding the issue of ordinary shares in lieu of certain directors' salaries, and in line with the Company's ongoing strategy to preserve its cash resources, CAP-XX announces that it has issued 1,552,762 ordinary shares of no par value in the Company ("New Ordinary Shares"), in lieu of certain directors' salaries. The New Ordinary Shares have been issued at a price of 3.385 pence representing the daily volume weighted average share price of the Company's ordinary shares on AIM between 1 July 2019, being the date on which the directors' salaries were due for payment and 23 June 2020.

The New Ordinary Shares being issued in lieu of director salaries have been allocated to the following directors of CAP-XX:''

and look to previous years where same has happened it's nothing new and actually been a positive aspect..no different now ;-)

You can interpret a lot but actually learn very little. One thing that is true is that directors in successful companies, will sell shares in their company from time to time and often in a seemingly random way. To make any informed decisions you do need to understand the reasons why it might be happening.

what factors lead up to a Director selling shares?

This is what you really want to know!
Well, the answer lies in the method by which the executive ended up with the shares in the first place. These could be:

Shares belonging to original private founder(s) pre-IPO
Shares obtained and earned through share based remuneration packages like LTIPS, share options, share buy schemes.
Both of the above

By understanding the rules by which they are permitted to trade shares you can determine a possible reason why someone would sell a few shares...

Shares obtained and earned through share based remuneration packages like LTIPS, share options, share buy schemes.

It’s a fact that in smaller companies – in order to keep control of salary cost whilst at the same time attracting and retaining good people – company executives are often given share based remuneration packages. These are in the form of share options or shares as a bonus, because of that they are unlikely to buy actual shares. It is however, highly likely that directors in a successful company will be seen selling shares in the company. After all it’s their company, they have worked hard and it’s what they are owed. As long-term option holders they have no interest in crashing the share price, normally these share disposals are sensibly place and timed.

The best explanation for directors selling option derived shares was one I found elsewhere on a US share blog site.

“The truth is that you can’t eat or drink shares. If that company director owning shares worth a million dollars wants to pay his mortgage the bank does not let you off paying if you own lots of shares. He actually has to sell the shares to get the money for the mortgage, and that’s what he does...

https://twitter.com/surprised_trade/status/1394222177419997187

PDMRs completed...., should be brake off now ....

Cenkos broker 41 page note issued last Monday, stating near 100% upside NOT including any further new contracts/deals or settlement of Maxwell/Tesla IP issues/licences/damages etc...progress of sp halted only by tech sector drop last week, 100%+ upside remains

https://twitter.com/surprised_trade/status/1394222177419997187

PDMRs completed...., should be brake off now ....

https://twitter.com/surprised_trade/status/1393224592936914948

.Cenkos broker 41 page note issued Monday, stating near 100% upside NOT including any further new contracts/deals or settlement of Maxwell/Tesla IP issues/licences/damages etc...progress of sp halted only by tech sector drop this week, 100%+ upside remains

https://www.proactiveinvestors.co.uk/companies/news/949093/kromek-group-is--back-on-track-as-commercial-activities-really-ramp-up--949093.html

Kromek Group is 'back on track as commercial activities really ramp up'

https://twitter.com/_CapitalLimited/status/1393103320764403714

The view is even better at night time – our load and haul operations at Sukari in Egypt continue to ramp up with night shift operations commencing and our first 6040 excavators commissioned safely. #CAPD

general markets will turn up again after this re set, it'stypically a good thing, frustrating, but provides opportunity for those who can to add to holdings, provides an attractive entry for any new investors and 'shoud' provide a new support base line fo the sp ahead of further uplift in the sp when mkts settle.
We had an excellent Cenkos broker note earlier this week, setting out the huge potential ahead, the fact that CPX are now securing new mkts and the IOT scene is aive and growing along with the numerous other sectors cpx products will involve themselves in..production is up and running, demand is outstripping ability to supply, new product, new markets, existing mkts also growing, there's a lot to like and look forward too....for anyone who can, you can have a slice of the potential today for 8p+ for those who are fully loaded it's all set up for a higher sp when mkts regain compusure ;-)

https://twitter.com/surprised_trade/status/1392773693378551809

TSL is bargain of the week imo, When Afterpay’s share price was A$61 Oct 2020, (TSL was 47p) read-through valuation to TSL was £86m (81p a share) does not include cash & other assets. AP price is currently A$84..that's a large value gap TSL at 53p with read tthrough at approx 90p+

I added to holding at 57p a couple of days ago :-)

https://twitter.com/surprised_trade/status/1392034027083870208

added to holding.. TSL ..57p..todays tech sector drop provides opportunity (same price as Oct 2020) see value calculation below..... next target 90p+

to put it in perspective...When Afterpay’s share price was A$61 back in October 2020 (TSL was 47p) the read-through valuation ito TSL was £86m (81p a share). Add to that ThinkSmart’s £9.8m cash pile (before the dividend payout) and £4m of other net assets on its balance sheet, mainly finance lease receivables, and a sum-of-the-parts valuation of £100m (94p a share)

So today's drop is out of sync, AP is currently $AU 89....so a large safety margin on the above figures, todays TSL at 58p with a read through from AP of over 90p+ provides opportunity when mkt settles.....

Check out the figures here, :-)
https://www.investorschronicle.co.uk/comment/2020/10/19/technology-winners-with-a-huge-margin-of-safety/

https://twitter.com/surprised_trade/status/1392022930029223936

a few tech bargains around today on sector drop...
PTRO ...51p....IC have a target of 100p

:-)

https://twitter.com/surprised_trade/status/1391794267786465283

Cenkos broker note out, one to watch tomorrow me thinks

one more snippet from an incredibly detailed report highlighting the huge upside potential many CPX investors percieve awaits (me included)...
''...present valuation continues to reflect investor fatigue, a lack of understanding of the transformational nature of the Murata translation and the higher burden of proof required for this means the current valuation presents an attractive opportunity for the company with highly valuable IP in the energy storage space.''

see my Friday post 8.03.....it'll give a clue ...

Our new broker has released a 41 page upbeat note, part copied below ...you will all, as did I, find the last paragraph of interest....

CAP-XX Ltd Super cap market leaderCAP-XX is a world leading developer and retailer of supercapacitors, an important electrical energy storage technology, that delivers high power densities not possible with batteries. The company, its technology and strong IP position are well proven with more than 62 million CAP-XX supercapacitors sold to-date by CAP-XX and its four licensees. As well as reaching EBITDA positive on an underlying basis for its H1/FY21, it has recently concluded a transformational deal which has seen it acquire the production assets and customer base of its largest licensee Murata for a fraction of the invested capital. We believe that with these Murata production lines in place at CAP-XX’s new facility, and the first Murata customers already purchasing from CAP-XX, the company is at a significant inflection point in terms of sales and profitability.

We believe CAP-XX is valued at a significant and unjustified discount to its energy storage and UK cleantech peers.

Following the successful award against Ioxus, CAP-XX has started a similar patent infringement action against Maxwell Technologies, which is now a wholly owned subsidiary of Tesla Inc, for the same IP. Initial discussions in front of the same Delaware Court with the same Judge, which heard the CAP-XX case against Ioxus, are scheduled during November 2020. As with previous cases, CAP-XX is simultaneously pursuing a negotiated commercial outcome (license) with Maxwell/Tesla
As the largest manufacturer of supercapacitors by revenues over many years, this IP infringement case has the potential to yield a result of damages far in excess of Ioxus, and with a healthily capitalised new parent company, there will be no question on its ability to pay any damages.

Maxwell Technologies is still, according to its website, offering a broad array of supercapacitor products to customers. However, as it is now part of Tesla, the expectation is for it to focus its resources into supplying systems and modules for Tesla vehicles. This opens up the opportunity for CAP-XX, which arguably has the next best IP portfolio in the sector, to make headway into core Maxwell markets, including suppling to Tesla’s competitors in the motive sector.

Cash
CAP-XX has no debt and following the receipt of a A$3.1m R&D grant in January 2021, we believe it has sufficient cash headroom to reach profitability on our expectations with some buffer should the conversion of Murata customers be slower than anticipated.

.

https://twitter.com/surprised_trade/status/1390581750972157953

5.50p ..bid rising 5.475p and will take all holding, however NT to buy

lol..what ever are '' woke intellectual pygmies'' ?